Hughes Financial Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.04M Buy
7,338
+748
+11% +$111K 0.16% 39
2025
Q4
$982K Sell
6,590
-296
-4% -$43.8K 0.15% 40
2025
Q3
$1.03M Sell
6,886
-89
-1% -$12.5K 0.16% 37
2025
Q2
$965K Buy
6,975
+49
+0.7% +$6.12K 0.17% 37
2025
Q1
$848K Sell
6,926
-415
-6% -$53.4K 0.17% 39
2024
Q4
$946K Buy
+7,341
New +$951K 0.19% 34

Other funds holding ESGU

Hughes Financial Services's ESGU Position: Q1 2026 in Review

Hughes Financial Services increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 11% in Q1 2026, buying an estimated $111K and bringing the position to 7,338 shares worth $1.04M. The position accounts for 0.16% of the portfolio, ranked #39.

Hughes Financial Services first reported a position in ESGU in Q4 2024 and has held it in 6 quarters since. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Hughes Financial Services held 7,338 shares of iShares ESG Aware MSCI USA ETF worth $1.04M as of Q1 2026.
  • Hughes Financial Services bought 748 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $111K.
  • iShares ESG Aware MSCI USA ETF made up 0.16% of Hughes Financial Services's portfolio in Q1 2026, its #39 holding.
  • Hughes Financial Services first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 6 quarters since.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Hughes Financial Services's 13F filing for Q1 2026, filed 29 Apr 2026.